See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,259 | $126,574-80.8% | $106,213-77.2% | $145,922-83.4% |
| Participation rate | 95.5% | 77.6%+17.8pp | 75.3%+20.2pp | 80.3%+15.2pp |
| Annual return | 17.22% | 224.79%-207.6pp | 116.14%-98.9pp | 561.29%-544.1pp |
| Employer contribution / active EE | $5,185 | $3,730+39.0% | $3,171+63.5% | $4,660+11.3% |
| Participant deferral / active EE | $5,688 | $5,724-0.6% | $5,016+13.4% | $6,688-14.9% |
| Admin fee / account holder | $28 | $17,304-99.8% | $11,033-99.7% | $13,397-99.8% |